Holistic planning, customized solutions
Butler Snow’s Estates and Trusts team serves high net worth and ultra-high net worth U.S. and international clients. We work closely with clients to understand the unique details of their situation and to assist in accomplishing their planning goals and objectives, including advising clients on strategies to help protect and preserve their family’s wealth.
Our client relationships are rooted in our extraordinary efforts to fully understand all aspects of each client’s unique estate and tax issues, as well as their specific family dynamics and business and investment circumstances. We regularly use an interdisciplinary approach to provide advice that meets our client’s holistic planning objectives and helps thwart potential problems or risks.
Our client relationships are rooted in our extraordinary efforts to fully understand all aspects of each client’s unique estate and tax issues, as well as their specific family dynamics and business and investment circumstances. We regularly use an interdisciplinary approach to provide advice that meets our client’s holistic planning objectives and helps thwart potential problems or risks.
From traditional estate services, including wills, trusts, and probate, to highly sophisticated matters, including business succession planning and private foundation services, our estate team treats each client’s situation as a distinctive set of circumstances requiring personalized strategies and solutions.
Our services include:
For generations, Butler Snow’s Wealth Transfer Planning attorneys have successfully protected and preserved our clients’ personal assets. Our team advises high-net-worth individuals, as well as privately-owned businesses and financial services firms, including family offices and private trust companies.
